FocalPoint Partners, LLC
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FocalPoint Partners, LLC Employees
Employee
Years
Job
Industry
Nishen Radia Nishen Radia's FocalPoint Partners, LLC Experience December 2002 - Present
Job Owner, FocalPoint Partners LLC
Industry Investment Banking
Experience
FocalPoint Partners LLC December 2002 - Present
VEDC June 2004 - Present
Kate Somerville Skin Care LLC May 2010 - Present
Merrill Lynch June 1998 - August 2002
Societe Generale June 1996 - June 1998
Skills
Capital Raising, Investment Banking, Capital, Growth Capital, LBO, Middle Market, Debt, Business Valuation, Recapitalizations, Valuation, Mergers
Education
UCLA Anderson School of Management 2002 — 2004
MBA
University of Bristol 1993 — 1996
Bachelor of Science (BSc)
FocalPoint Partners LLC December 2002 - Present
VEDC June 2004 - Present
Kate Somerville Skin Care LLC May 2010 - Present
Merrill Lynch June 1998 - August 2002
Societe Generale June 1996 - June 1998
Skills
Capital Raising, Investment Banking, Capital, Growth Capital, LBO, Middle Market, Debt, Business Valuation, Recapitalizations, Valuation, Mergers
Education
UCLA Anderson School of Management 2002 — 2004
MBA
University of Bristol 1993 — 1996
Bachelor of Science (BSc)
Elly Knepper Elly Knepper's FocalPoint Partners, LLC Experience May 2012 - August 2012
Job Senior Financial Analyst Marketing Finance at Walgreens
Industry Financial Services
Experience
Walgreens July 2015 - Present
Walgreens June 2013 - July 2015
FocalPoint Partners, LLC May 2012 - August 2012
Marketstaff May 2012 - August 2012
UW Foundation August 2010 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Customer Service, Social Media, Teamwork, Event Planning, Outlook, Financial Analysis, Time Management, Fundraising, Leadership
Education
University of Wisconsin-Madison 2009 — 2013
BBA, Accounting & Finance
ESIC: Business & Marketing School 2012 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Walgreens July 2015 - Present
Walgreens June 2013 - July 2015
FocalPoint Partners, LLC May 2012 - August 2012
Marketstaff May 2012 - August 2012
UW Foundation August 2010 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Customer Service, Social Media, Teamwork, Event Planning, Outlook, Financial Analysis, Time Management, Fundraising, Leadership
Education
University of Wisconsin-Madison 2009 — 2013
BBA, Accounting & Finance
ESIC: Business & Marketing School 2012 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Muizz Kheraj, CFA Muizz Kheraj, CFA's FocalPoint Partners, LLC Experience February 2012 - Present
Job Director Technology, Media and Telecom
Industry Investment Banking
Experience
FocalPoint Partners, LLC February 2012 - Present
XTOPOLY June 2011 - Present
McGladrey Capital Markets February 2007 - February 2012
Aga Khan Foundation USA March 2009 - March 2011
International Rectifier, Inc. October 2005 - February 2007
NXTV, Inc. September 2000 - September 2004
Peerless Systems Corporation 1999 - 2000
Skills
Mergers, Financial Modeling, Corporate Development, Strategic Planning, Restructuring, Capital Raising, Private Equity, Valuation, Corporate Finance, Venture Capital, Due Diligence, M&A experience, Financial Analysis, Start-ups, Strategy, Investment Banking, Business Strategy, Strategic Partnerships, Business Development, Business Valuation, Entrepreneurship, Mergers & Acquisitions, Divestitures, Program Management, Executive Management, Leadership, Finance, Cross-functional Team..., Management, Investments, Analysis, Analytics, Budgets, Equities
Education
University of Southern California - Marshall School of Business 2002 — 2004
Executive MBA, Finance, Strategy, Marketing, etc.
California State University-Los Angeles 1994 — 1996
Masters Science, Electrical Engineering, Telecom / Computer Architecture
University of California, Los Angeles 1988 — 1993
Bachelors Science, Aerospace Engineering
FocalPoint Partners, LLC February 2012 - Present
XTOPOLY June 2011 - Present
McGladrey Capital Markets February 2007 - February 2012
Aga Khan Foundation USA March 2009 - March 2011
International Rectifier, Inc. October 2005 - February 2007
NXTV, Inc. September 2000 - September 2004
Peerless Systems Corporation 1999 - 2000
Skills
Mergers, Financial Modeling, Corporate Development, Strategic Planning, Restructuring, Capital Raising, Private Equity, Valuation, Corporate Finance, Venture Capital, Due Diligence, M&A experience, Financial Analysis, Start-ups, Strategy, Investment Banking, Business Strategy, Strategic Partnerships, Business Development, Business Valuation, Entrepreneurship, Mergers & Acquisitions, Divestitures, Program Management, Executive Management, Leadership, Finance, Cross-functional Team..., Management, Investments, Analysis, Analytics, Budgets, Equities
Education
University of Southern California - Marshall School of Business 2002 — 2004
Executive MBA, Finance, Strategy, Marketing, etc.
California State University-Los Angeles 1994 — 1996
Masters Science, Electrical Engineering, Telecom / Computer Architecture
University of California, Los Angeles 1988 — 1993
Bachelors Science, Aerospace Engineering
Nate Fencl Nate Fencl's FocalPoint Partners, LLC Experience June 2013 - Present
Job Investment Banking Associate at FocalPoint Partners, LLC
Industry Financial Services
Experience
FocalPoint Partners, LLC June 2013 - Present
FocalPoint Partners, LLC May 2012 - August 2012
Hammond, Kennedy, Whitney & Company, Inc. June 2011 - August 2011
Education
Miami University 2009 — 2013
Bachelor's, Finance
Brophy College Prep 2005 — 2009
FocalPoint Partners, LLC June 2013 - Present
FocalPoint Partners, LLC May 2012 - August 2012
Hammond, Kennedy, Whitney & Company, Inc. June 2011 - August 2011
Education
Miami University 2009 — 2013
Bachelor's, Finance
Brophy College Prep 2005 — 2009
Kelsey Vinson Kelsey Vinson's FocalPoint Partners, LLC Experience January 2014 - Present
Job Associate at FocalPoint Partners, LLC
Industry Investment Banking
Experience
FocalPoint Partners, LLC January 2014 - Present
The Boston Consulting Group - Expand Research 2012 - 2014
FTI Consulting Inc. 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2009
Real Estate / Technology Start-up Firm 2007 - 2008
Skills
Corporate Finance, Investment Banking, Financial Modeling, Restructuring, Valuation, Finance, Business Planning, Private Equity, Capital Markets, Due Diligence, Management, Financial Analysis, Mergers & Acquisitions, Management Consulting, Real Estate, Market Analysis, Analysis, SPSS, DCF, Business Valuation, DCF Valuation, Real Estate Private..., Stata, Microsoft Excel, LBO, Strategy Consulting, Banking, Investments, Microsoft Office, Strategy
Education
University of Cambridge 2011 — 2012
Masters- Finance & Real Estate
University of Georgia - Terry College of Business 2005 — 2008
Bachelors Business Administration- Finance
FocalPoint Partners, LLC January 2014 - Present
The Boston Consulting Group - Expand Research 2012 - 2014
FTI Consulting Inc. 2009 - 2010
Morgan Stanley Smith Barney 2008 - 2009
Real Estate / Technology Start-up Firm 2007 - 2008
Skills
Corporate Finance, Investment Banking, Financial Modeling, Restructuring, Valuation, Finance, Business Planning, Private Equity, Capital Markets, Due Diligence, Management, Financial Analysis, Mergers & Acquisitions, Management Consulting, Real Estate, Market Analysis, Analysis, SPSS, DCF, Business Valuation, DCF Valuation, Real Estate Private..., Stata, Microsoft Excel, LBO, Strategy Consulting, Banking, Investments, Microsoft Office, Strategy
Education
University of Cambridge 2011 — 2012
Masters- Finance & Real Estate
University of Georgia - Terry College of Business 2005 — 2008
Bachelors Business Administration- Finance
Franklin Shieh Franklin Shieh's FocalPoint Partners, LLC Experience September 2013 - December 2013
Job Investment Banking Summer Analyst at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
FocalPoint Partners, LLC September 2013 - December 2013
Applied Ventures, LLC July 2013 - August 2013
Applied Materials, Inc. May 2013 - August 2013
Education
University of Southern California
B.S. Business Administration
Henry M. Gunn Senior High School
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
FocalPoint Partners, LLC September 2013 - December 2013
Applied Ventures, LLC July 2013 - August 2013
Applied Materials, Inc. May 2013 - August 2013
Education
University of Southern California
B.S. Business Administration
Henry M. Gunn Senior High School
Bunnie Poullard's FocalPoint Partners, LLC Experience April 2009 - May 2010
Job Intern at Raines Feldman LLP
Industry Law Practice
Experience
Raines Feldman LLP May 2014 - Present
Gottesman Jones & Partners LLP October 2013 - December 2013
United States Bankruptcy Court May 2013 - August 2013
Mesa West Capital June 2010 - August 2012
FocalPoint Partners, LLC April 2009 - May 2010
Make-A-Wish Foundation May 2005 - May 2007
U.S. Department of State, Office of Foreign Missions May 2004 - May 2005
Skills
Asset Management, Asset Managment, Microsoft Office, Financial Analysis, Valuation, Portfolio Management, Event Planning, Microsoft Excel, Financial Modeling, Finance, Contractual Agreements, Legal Research Skills, Legal Writing, Westlaw
Education
Pepperdine University School of Law 2012 — 2015
Juris Doctor (J.D.)
Pepperdine University 2001 — 2005
Bachelor of Arts (B.A.), International/Global Studies & Spanish
Raines Feldman LLP May 2014 - Present
Gottesman Jones & Partners LLP October 2013 - December 2013
United States Bankruptcy Court May 2013 - August 2013
Mesa West Capital June 2010 - August 2012
FocalPoint Partners, LLC April 2009 - May 2010
Make-A-Wish Foundation May 2005 - May 2007
U.S. Department of State, Office of Foreign Missions May 2004 - May 2005
Skills
Asset Management, Asset Managment, Microsoft Office, Financial Analysis, Valuation, Portfolio Management, Event Planning, Microsoft Excel, Financial Modeling, Finance, Contractual Agreements, Legal Research Skills, Legal Writing, Westlaw
Education
Pepperdine University School of Law 2012 — 2015
Juris Doctor (J.D.)
Pepperdine University 2001 — 2005
Bachelor of Arts (B.A.), International/Global Studies & Spanish
Steven Nguyen's FocalPoint Partners, LLC Experience May 2015 - Present
Job Investment Banking Summer Analyst at FocalPoint Partners, LLC
Industry Investment Banking
Experience
FocalPoint Partners, LLC May 2015 - Present
Commera Capital, LLC March 2015 - June 2015
Harvey & Company LLC October 2014 - February 2015
Trucksome Inc. March 2013 - May 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Accounting, Investment Banking, DCF Valuation, Financial Modeling, Market Research, Precedent Transactions, Mergers & Acquisitions, Comparable Analysis, LBO, Corporate Finance, Financial Statement..., Editing, Financial Analysis, Data Analysis, Finance, Proofreading, Creative Writing, Valuation, Investments
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics, minor Accounting
FocalPoint Partners, LLC May 2015 - Present
Commera Capital, LLC March 2015 - June 2015
Harvey & Company LLC October 2014 - February 2015
Trucksome Inc. March 2013 - May 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Accounting, Investment Banking, DCF Valuation, Financial Modeling, Market Research, Precedent Transactions, Mergers & Acquisitions, Comparable Analysis, LBO, Corporate Finance, Financial Statement..., Editing, Financial Analysis, Data Analysis, Finance, Proofreading, Creative Writing, Valuation, Investments
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics, minor Accounting
Michael Del Pero Michael Del Pero's FocalPoint Partners, LLC Experience 2010 - Present
Job Director at FocalPoint Partners, LLC
Industry Capital Markets
Experience
FocalPoint Partners, LLC 2010 - Present
McGladrey Capital Markets September 2004 - March 2010
Skills
Mergers, Investment Banking, Business Valuation, Private Equity, Recapitalizations, Valuation, Restructuring, Financial Modeling, Corporate Finance, Strategy, Equities, Finance, Mergers & Acquisitions, Entrepreneurship, Capital, Due Diligence, M&A experience, Venture Capital, Corporate Development
Education
University of California, Los Angeles 1996 — 2000
BA, Economics, Business, Sociology
SMHS
FocalPoint Partners, LLC 2010 - Present
McGladrey Capital Markets September 2004 - March 2010
Skills
Mergers, Investment Banking, Business Valuation, Private Equity, Recapitalizations, Valuation, Restructuring, Financial Modeling, Corporate Finance, Strategy, Equities, Finance, Mergers & Acquisitions, Entrepreneurship, Capital, Due Diligence, M&A experience, Venture Capital, Corporate Development
Education
University of California, Los Angeles 1996 — 2000
BA, Economics, Business, Sociology
SMHS
Stephanie Chandler Dencik Stephanie Chandler Dencik's FocalPoint Partners, LLC Experience November 2004 - December 2008
Job Independent Consultant
Industry Investment Banking
Experience
Self-employed January 2009 - Present
Westridge School 2011 - 2015
Westridge School 2011 - 2015
MUSE/IQUE January 2011 - February 2012
FocalPoint Partners LLC November 2004 - December 2008
Signature Holdings Group LLC October 2004 - December 2004
Winton Capital Management September 2003 - May 2004
Robertson Stephens March 1998 - August 2002
SCA Consulting April 1997 - February 1998
Deloitte & Touche June 1995 - September 1995
Skills
Mergers, Business Development, Private Equity, Corporate Finance, Financial Modeling, Valuation, Venture Capital, Financial Analysis, Due Diligence, Corporate Development, Restructuring, Strategic Planning, Business Strategy, Business Valuation, Investment Banking, Investments, Entrepreneurship, Finance, Investor Relations, Mergers & Acquisitions, Strategy, Executive Management, Budgets, Management, Analysis, Market Analysis, Hedge Funds, Leadership, Structured Finance
Education
CFA Institute 1999 — 2002
CFA
London School of Economics 1994 — 1996
MSc. Econometrics, Econometrics, Corporate Finance
Hamilton College 1990 — 1994
BA, hons. Economics, Economics, Math
Westridge School 1984 — 1990
High School Diploma
Self-employed January 2009 - Present
Westridge School 2011 - 2015
Westridge School 2011 - 2015
MUSE/IQUE January 2011 - February 2012
FocalPoint Partners LLC November 2004 - December 2008
Signature Holdings Group LLC October 2004 - December 2004
Winton Capital Management September 2003 - May 2004
Robertson Stephens March 1998 - August 2002
SCA Consulting April 1997 - February 1998
Deloitte & Touche June 1995 - September 1995
Skills
Mergers, Business Development, Private Equity, Corporate Finance, Financial Modeling, Valuation, Venture Capital, Financial Analysis, Due Diligence, Corporate Development, Restructuring, Strategic Planning, Business Strategy, Business Valuation, Investment Banking, Investments, Entrepreneurship, Finance, Investor Relations, Mergers & Acquisitions, Strategy, Executive Management, Budgets, Management, Analysis, Market Analysis, Hedge Funds, Leadership, Structured Finance
Education
CFA Institute 1999 — 2002
CFA
London School of Economics 1994 — 1996
MSc. Econometrics, Econometrics, Corporate Finance
Hamilton College 1990 — 1994
BA, hons. Economics, Economics, Math
Westridge School 1984 — 1990
High School Diploma
Jillian Jaccard Jillian Jaccard's FocalPoint Partners, LLC Experience 2013 - 2013
Job VP Business Development
Industry Financial Services
Experience
Patch of Land July 2015 - Present
Realty Mogul July 2014 - July 2015
Houlihan Lokey 2013 - 2014
FocalPoint Partners, LLC 2013 - 2013
PartiePoche 2010 - August 2012
PwC 2012 - 2012
Superba Coffee 2010 - 2010
Skills
Financial Modeling, Investments, Finance, Financial Analysis, Peer-to-peer, Crowdfunding, Real Estate, Direct Lending, Valuation, Accounting, Business Valuation, Due Diligence, Business Planning, Marketing, Financial Accounting, Social Media, Corporate Finance, Microsoft Excel, Financial Reporting, Auditing, Internal Controls, PowerPoint, Sarbanes-Oxley Act
Education
Loyola Marymount University
Bachelor of Arts, Finance, 3.9
Loyola Marymount University
Bachelor of Science, Accounting, 3.9
Patch of Land July 2015 - Present
Realty Mogul July 2014 - July 2015
Houlihan Lokey 2013 - 2014
FocalPoint Partners, LLC 2013 - 2013
PartiePoche 2010 - August 2012
PwC 2012 - 2012
Superba Coffee 2010 - 2010
Skills
Financial Modeling, Investments, Finance, Financial Analysis, Peer-to-peer, Crowdfunding, Real Estate, Direct Lending, Valuation, Accounting, Business Valuation, Due Diligence, Business Planning, Marketing, Financial Accounting, Social Media, Corporate Finance, Microsoft Excel, Financial Reporting, Auditing, Internal Controls, PowerPoint, Sarbanes-Oxley Act
Education
Loyola Marymount University
Bachelor of Arts, Finance, 3.9
Loyola Marymount University
Bachelor of Science, Accounting, 3.9
Devon Kline Devon Kline's FocalPoint Partners, LLC Experience August 2014 - December 2014
Job Sr. Financial Analyst, Power & Project Finance at OneWest Bank
Industry Financial Services
Experience
OneWest Bank January 2015 - Present
FocalPoint Partners, LLC August 2014 - December 2014
JP Morgan Chase & Company June 2013 - July 2013
VAALCO Energy, Inc. May 2012 - August 2012
Atlas Roofing July 2011 - August 2011
Elizabeth Anthony/ Esther Wolf 2010 - 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, English, Leadership, Time Management, Team Leadership, Financial Modeling, Econometrics Analysis, Stata, Sales, Management, Project Finance, Due Diligence, Energy, Renewable Energy, Commercial Lending, Portfolio Management, Solar Energy
Education
Southern Methodist University 2010 — 2014
B.B.A. in Finance & B.S. in Economics with Financial Applications, Senior
OneWest Bank January 2015 - Present
FocalPoint Partners, LLC August 2014 - December 2014
JP Morgan Chase & Company June 2013 - July 2013
VAALCO Energy, Inc. May 2012 - August 2012
Atlas Roofing July 2011 - August 2011
Elizabeth Anthony/ Esther Wolf 2010 - 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, English, Leadership, Time Management, Team Leadership, Financial Modeling, Econometrics Analysis, Stata, Sales, Management, Project Finance, Due Diligence, Energy, Renewable Energy, Commercial Lending, Portfolio Management, Solar Energy
Education
Southern Methodist University 2010 — 2014
B.B.A. in Finance & B.S. in Economics with Financial Applications, Senior
Connor Mitchell's FocalPoint Partners, LLC Experience November 2011 - Present
Job Vice President at FocalPoint Partners, LLC
Industry Investment Banking
Experience
FocalPoint Partners, LLC November 2011 - Present
Livingstone Partners March 2010 - September 2011
Billow Butler & Company February 2009 - May 2010
Brown Gibbons Lang & Company June 2008 - December 2008
Merrill Lynch May 2007 - August 2007
Skills
Investments, Valuation, Business Strategy, LBO, Investment Banking, Mergers, Private Equity, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Corporate Finance, Due Diligence
Education
Miami University 2004 — 2008
Bachelors, Finance, Spanish
FocalPoint Partners, LLC November 2011 - Present
Livingstone Partners March 2010 - September 2011
Billow Butler & Company February 2009 - May 2010
Brown Gibbons Lang & Company June 2008 - December 2008
Merrill Lynch May 2007 - August 2007
Skills
Investments, Valuation, Business Strategy, LBO, Investment Banking, Mergers, Private Equity, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Corporate Finance, Due Diligence
Education
Miami University 2004 — 2008
Bachelors, Finance, Spanish
Clark Lemons Clark Lemons's FocalPoint Partners, LLC Experience May 2015 - August 2015
Job Investment Banking Summer Analyst at FocalPoint Partners, LLC
Industry Investment Banking
Experience
FocalPoint Partners, LLC May 2015 - August 2015
Burkenroad Reports January 2015 - May 2015
Emerging Strategy June 2014 - August 2014
Morgan Stanley May 2013 - September 2013
Skills
Financial Modeling, Bloomberg, Equities, Valuation, Bloomberg Terminal, Alternative Investments, Capital Markets, Derivatives, Equity Research, Fixed Income, Securities, Investment Banking, Hedge Funds, Options, Microsoft Office, Microsoft Excel, PowerPoint, Chinese, Microsoft Word, Finance
Education
Tulane University 2012 — 2016
Major: Finance Chinese Language
Donghua University 2014 — 2014
Study Abroad, Chinese Studies
Calabasas High School 2008 — 2012
FocalPoint Partners, LLC May 2015 - August 2015
Burkenroad Reports January 2015 - May 2015
Emerging Strategy June 2014 - August 2014
Morgan Stanley May 2013 - September 2013
Skills
Financial Modeling, Bloomberg, Equities, Valuation, Bloomberg Terminal, Alternative Investments, Capital Markets, Derivatives, Equity Research, Fixed Income, Securities, Investment Banking, Hedge Funds, Options, Microsoft Office, Microsoft Excel, PowerPoint, Chinese, Microsoft Word, Finance
Education
Tulane University 2012 — 2016
Major: Finance Chinese Language
Donghua University 2014 — 2014
Study Abroad, Chinese Studies
Calabasas High School 2008 — 2012
Kevin McGah Kevin McGah's FocalPoint Partners, LLC Experience May 2014 - Present
Job Investment Banker at FocalPoint Partners, LLC
Industry Investment Banking
Experience
FocalPoint Partners, LLC May 2014 - Present
D.A. Davidson & Co. September 2012 - September 2013
FMV Opinions, Inc. June 2011 - August 2011
Boenning & Scattergood, Inc. June 2007 - April 2010
Skills
Financial Modeling, Valuation, Capital IQ, Investment Banking, Financial Analysis, Corporate Finance, LBO, Business Valuation, Due Diligence, M&A experience
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Finance
Villanova University 2005 — 2007
BBA, Finance
Loyola Marymount University 2003 — 2005
FocalPoint Partners, LLC May 2014 - Present
D.A. Davidson & Co. September 2012 - September 2013
FMV Opinions, Inc. June 2011 - August 2011
Boenning & Scattergood, Inc. June 2007 - April 2010
Skills
Financial Modeling, Valuation, Capital IQ, Investment Banking, Financial Analysis, Corporate Finance, LBO, Business Valuation, Due Diligence, M&A experience
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Finance
Villanova University 2005 — 2007
BBA, Finance
Loyola Marymount University 2003 — 2005
Carol Jun Carol Jun's FocalPoint Partners, LLC Experience May 2011 - June 2011
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2013 - June 2015
J.P. Morgan June 2012 - August 2012
Imperial Capital, LLC September 2011 - December 2011
The Seaport Group June 2011 - August 2011
FocalPoint Partners, LLC May 2011 - June 2011
Skills
Financial Modeling, Financial Analysis, PowerPoint, Corporate Finance, Valuation, Investment Banking, Bloomberg, Private Equity, Equity Research, Equities, Capital Markets, Bloomberg Terminal, DCF, Microsoft Office, Microsoft Excel, Due Diligence
Education
University of Southern California - Marshall School of Business 2009 — 2013
B.S., Business Finance
The University of Hong Kong 2012 — 2013
International Exchange Program, Finance, General
J.P. Morgan July 2015 - Present
J.P. Morgan June 2013 - June 2015
J.P. Morgan June 2012 - August 2012
Imperial Capital, LLC September 2011 - December 2011
The Seaport Group June 2011 - August 2011
FocalPoint Partners, LLC May 2011 - June 2011
Skills
Financial Modeling, Financial Analysis, PowerPoint, Corporate Finance, Valuation, Investment Banking, Bloomberg, Private Equity, Equity Research, Equities, Capital Markets, Bloomberg Terminal, DCF, Microsoft Office, Microsoft Excel, Due Diligence
Education
University of Southern California - Marshall School of Business 2009 — 2013
B.S., Business Finance
The University of Hong Kong 2012 — 2013
International Exchange Program, Finance, General
Kevin Hong's FocalPoint Partners, LLC Experience September 2014 - Present
Job Financial Analyst at FocalPoint Partners, LLC
Industry Financial Services
Experience
FocalPoint Partners, LLC September 2014 - Present
St. Cloud Capital July 2013 - August 2014
UBS Financial Services Inc. August 2012 - June 2013
AXA Advisors July 2012 - September 2012
Skills
PowerPoint, Financial Reporting, Analysis, Microsoft Excel, Social Media Marketing, Accounting, Alternative Investments, Valuation, Data Analysis, Investments, Morningstar, Microsoft Office, Wealth Management, Asset Allocation, Securities, Mutual Funds, Finance, Microsoft Word, Social Networking, Portfolio Management, Asset Management, Customer Service, Equities, Private Equity, Financial Advisory
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics/Psychology
FocalPoint Partners, LLC September 2014 - Present
St. Cloud Capital July 2013 - August 2014
UBS Financial Services Inc. August 2012 - June 2013
AXA Advisors July 2012 - September 2012
Skills
PowerPoint, Financial Reporting, Analysis, Microsoft Excel, Social Media Marketing, Accounting, Alternative Investments, Valuation, Data Analysis, Investments, Morningstar, Microsoft Office, Wealth Management, Asset Allocation, Securities, Mutual Funds, Finance, Microsoft Word, Social Networking, Portfolio Management, Asset Management, Customer Service, Equities, Private Equity, Financial Advisory
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics/Psychology
Elizabeth Rider's FocalPoint Partners, LLC Experience July 2011 - June 2012
Job Senior Manager at American Express
Industry Financial Services
Experience
American Express September 2014 - Present
Harvard Business School August 2012 - May 2014
lululemon athletica June 2013 - August 2013
FocalPoint Partners, LLC July 2011 - June 2012
FocalPoint Partners, LLC April 2009 - August 2011
Merrill Lynch July 2008 - March 2009
University of Southern California December 2006 - May 2008
Houlihan Lokey June 2007 - August 2007
Threads & Treads June 2005 - December 2006
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Capital Structure, Growth Capital, Restructuring, Fairness Opinions, Retail Sales Experience, Recapitalizations, Marketing, Youth Mentoring, Non-profit Volunteer, Tennis Instructor, Classical Pianist, Career Development..., College Recruiting, Admissions, Analytics, Quantitative Analytics, Business Strategy, Microsoft Excel, Market Research, Series 7, Strategic Consulting, Strategic Financial..., Finance, Investments, Competitive Analysis, Mergers & Acquisitions
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern California - Marshall School of Business 2004 — 2008
BS, Summa Cum Laude, Finance
American Express September 2014 - Present
Harvard Business School August 2012 - May 2014
lululemon athletica June 2013 - August 2013
FocalPoint Partners, LLC July 2011 - June 2012
FocalPoint Partners, LLC April 2009 - August 2011
Merrill Lynch July 2008 - March 2009
University of Southern California December 2006 - May 2008
Houlihan Lokey June 2007 - August 2007
Threads & Treads June 2005 - December 2006
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Capital Structure, Growth Capital, Restructuring, Fairness Opinions, Retail Sales Experience, Recapitalizations, Marketing, Youth Mentoring, Non-profit Volunteer, Tennis Instructor, Classical Pianist, Career Development..., College Recruiting, Admissions, Analytics, Quantitative Analytics, Business Strategy, Microsoft Excel, Market Research, Series 7, Strategic Consulting, Strategic Financial..., Finance, Investments, Competitive Analysis, Mergers & Acquisitions
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern California - Marshall School of Business 2004 — 2008
BS, Summa Cum Laude, Finance
Craig Noell Craig Noell's FocalPoint Partners, LLC Experience 2004 - Present
Job Managing Director at Square Peg Capital Group
Industry Capital Markets
Experience
Square Peg Capital Group August 2013 - Present
FocalPoint Partners, LLC 2004 - Present
Ansley Associates, Inc. 1997 - Present
Signature Group Holdings, Inc. (SGGH.PK) January 2004 - July 2013
Murphy Noell Capital 1999 - 2003
Goldman Sachs Credit Partners, LLC 1996 - 1999
Goldman Sachs & Co 1996 - 1999
Wells Fargo Foothill (formerly Foothill Capital Corp) 1989 - 1996
Wells Fargo Foothill 1989 - 1996
Skills
Restructuring, Mergers, Corporate Finance, Negotiation, Business Strategy, Investment Banking, Team Building, Problem Solving, Hedge Funds, Risk Management, Change Management, New Business Development, Banking, Capital Markets, Asset Management, Private Equity, Business Planning, Strategic Planning, Due Diligence, Debt, Mergers & Acquisitions, Credit, Joint Ventures, Acquisitions, Business Valuation, Portfolio Management, Investments, Equities, Asset Based Lending, Asset Managment, Finance, Financial Modeling, Loans, Growth Capital, Capital
Education
Duke University - The Fuqua School of Business
Global Executive Masters in Business Administration
University of Pennsylvania - The Wharton School 1981 — 1984
BSE
Loyola Law School, Loyola Marymount University
Square Peg Capital Group August 2013 - Present
FocalPoint Partners, LLC 2004 - Present
Ansley Associates, Inc. 1997 - Present
Signature Group Holdings, Inc. (SGGH.PK) January 2004 - July 2013
Murphy Noell Capital 1999 - 2003
Goldman Sachs Credit Partners, LLC 1996 - 1999
Goldman Sachs & Co 1996 - 1999
Wells Fargo Foothill (formerly Foothill Capital Corp) 1989 - 1996
Wells Fargo Foothill 1989 - 1996
Skills
Restructuring, Mergers, Corporate Finance, Negotiation, Business Strategy, Investment Banking, Team Building, Problem Solving, Hedge Funds, Risk Management, Change Management, New Business Development, Banking, Capital Markets, Asset Management, Private Equity, Business Planning, Strategic Planning, Due Diligence, Debt, Mergers & Acquisitions, Credit, Joint Ventures, Acquisitions, Business Valuation, Portfolio Management, Investments, Equities, Asset Based Lending, Asset Managment, Finance, Financial Modeling, Loans, Growth Capital, Capital
Education
Duke University - The Fuqua School of Business
Global Executive Masters in Business Administration
University of Pennsylvania - The Wharton School 1981 — 1984
BSE
Loyola Law School, Loyola Marymount University
James Kwon James Kwon's FocalPoint Partners, LLC Experience July 2011 - December 2012
Job Manager, Corporate FP&A at Dun & Bradstreet Credibility Corp.
Industry Investment Banking
Experience
Dun & Bradstreet Credibility Corp. January 2013 - Present
FocalPoint Partners, LLC July 2011 - December 2012
Houlihan Lokey September 2010 - March 2011
BDO SEIDMAN, LLP September 2008 - April 2010
Skills
Financial Modeling, Finance, Financial Analysis, Auditing, Corporate Finance, Valuation, Investment Banking, Financial Reporting, Due Diligence, Business Valuation, Private Equity, Mergers & Acquisitions, US GAAP, Capital Markets
Education
University of Southern California 2004 — 2008
BS, Accounting
Northfield Mount Hermon
Dun & Bradstreet Credibility Corp. January 2013 - Present
FocalPoint Partners, LLC July 2011 - December 2012
Houlihan Lokey September 2010 - March 2011
BDO SEIDMAN, LLP September 2008 - April 2010
Skills
Financial Modeling, Finance, Financial Analysis, Auditing, Corporate Finance, Valuation, Investment Banking, Financial Reporting, Due Diligence, Business Valuation, Private Equity, Mergers & Acquisitions, US GAAP, Capital Markets
Education
University of Southern California 2004 — 2008
BS, Accounting
Northfield Mount Hermon
Noah Franz's FocalPoint Partners, LLC Experience July 2012 - December 2013
Job Investment Banking Associate at B. Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. January 2014 - Present
FocalPoint Partners, LLC July 2012 - December 2013
B. Riley & Co. January 2012 - June 2012
Financial Economics Institute at Claremont McKenna College November 2010 - June 2012
Financial Economics Institute May 2009 - May 2010
Skills
Bloomberg, MS Office Suite, Stata, Excel, PowerPoint, Word, Financial Modeling, Valuation, Microsoft Office, Capital IQ, Financial Analysis, Corporate Finance, Due Diligence, Private Equity, Mergers & Acquisitions, Investment Banking, Microsoft Excel
Education
Claremont McKenna College 2006 — 2010
Bachelors, Economics - Finance
B. Riley & Co. January 2014 - Present
FocalPoint Partners, LLC July 2012 - December 2013
B. Riley & Co. January 2012 - June 2012
Financial Economics Institute at Claremont McKenna College November 2010 - June 2012
Financial Economics Institute May 2009 - May 2010
Skills
Bloomberg, MS Office Suite, Stata, Excel, PowerPoint, Word, Financial Modeling, Valuation, Microsoft Office, Capital IQ, Financial Analysis, Corporate Finance, Due Diligence, Private Equity, Mergers & Acquisitions, Investment Banking, Microsoft Excel
Education
Claremont McKenna College 2006 — 2010
Bachelors, Economics - Finance
Jana Racine Jana Racine's FocalPoint Partners, LLC Experience April 2007 - September 2007
Job Publisher Operations Manager at Evolve Media, LLC
Industry Internet
Experience
Evolve Media, LLC January 2015 - Present
DogTime Media September 2013 - November 2014
Mobile Messenger December 2011 - December 2012
FamilyFinds November 2010 - November 2011
Business.com August 2010 - November 2010
Business.com August 2009 - August 2010
Guthy-Renker April 2008 - January 2009
Extra September 2007 - February 2008
FocalPoint Partners, LLC April 2007 - September 2007
Skills
Digital Media, Online Advertising, Salesforce.com, Digital Marketing, Social Media Marketing, PPC, Social Media, Social Networking, Facebook, Business Development, Mobile Marketing, Account Management, Adobe Creative Suite, Photoshop, Nielsen, CRM, Microsoft Office, Display Advertising, Management, Market Research, Sales, Copywriting, Advertising Operations
Education
University of Colorado at Boulder
B.A., Anthropology
University of Waikato
Study Abroad
Evolve Media, LLC January 2015 - Present
DogTime Media September 2013 - November 2014
Mobile Messenger December 2011 - December 2012
FamilyFinds November 2010 - November 2011
Business.com August 2010 - November 2010
Business.com August 2009 - August 2010
Guthy-Renker April 2008 - January 2009
Extra September 2007 - February 2008
FocalPoint Partners, LLC April 2007 - September 2007
Skills
Digital Media, Online Advertising, Salesforce.com, Digital Marketing, Social Media Marketing, PPC, Social Media, Social Networking, Facebook, Business Development, Mobile Marketing, Account Management, Adobe Creative Suite, Photoshop, Nielsen, CRM, Microsoft Office, Display Advertising, Management, Market Research, Sales, Copywriting, Advertising Operations
Education
University of Colorado at Boulder
B.A., Anthropology
University of Waikato
Study Abroad
Debadutta Bhattacharyya Debadutta Bhattacharyya's FocalPoint Partners, LLC Experience April 2013 - December 2014
Job Director, Strategy & Development at ARYZTA LLC
Industry Food & Beverages
Experience
ARYZTA LLC December 2014 - Present
FocalPoint Partners, LLC April 2013 - December 2014
Nomura International August 2009 - December 2011
Lehman Brothers / Nomura June 2006 - July 2009
Skills
LBO, Mergers & Acquisitions, Investment Banking, Financial Modeling, DCF, Valuation, Equities, Econometrics, Capital Markets, Finance, Financial Analysis
Education
Delhi School of Economics 2004 — 2006
M.A., Economics
Presidency College 2001 — 2004
Bachelor of Science, Economics
south point
ARYZTA LLC December 2014 - Present
FocalPoint Partners, LLC April 2013 - December 2014
Nomura International August 2009 - December 2011
Lehman Brothers / Nomura June 2006 - July 2009
Skills
LBO, Mergers & Acquisitions, Investment Banking, Financial Modeling, DCF, Valuation, Equities, Econometrics, Capital Markets, Finance, Financial Analysis
Education
Delhi School of Economics 2004 — 2006
M.A., Economics
Presidency College 2001 — 2004
Bachelor of Science, Economics
south point
Matt Rhodes Matt Rhodes's FocalPoint Partners, LLC Experience May 2013 - July 2013
Job Analyst at Ares Management
Industry Financial Services
Experience
Ares Management July 2015 - Present
T.O. Student Tutoring October 2008 - Present
Student Federal Credit Union at the University of Pennsylvania September 2011 - December 2014
Ares Management June 2014 - August 2014
FocalPoint Partners, LLC May 2013 - July 2013
Hovde Financial May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Entrepreneurship, Investment Banking, Mergers & Acquisitions, Web Design, Photoshop, Photography, Crystal Ball, Valuation, Corporate Finance, JMP, Financial Accounting, Solver, SNL, Java, SQL, Private Equity, Financial Modeling, Due Diligence
Education
University of Pennsylvania 2011 — 2015
B.S., Economics: Finance/Accounting
University of Pennsylvania - The Wharton School 2011 — 2015
Thousand Oaks High School 2007 — 2011
Valedictorian
Ares Management July 2015 - Present
T.O. Student Tutoring October 2008 - Present
Student Federal Credit Union at the University of Pennsylvania September 2011 - December 2014
Ares Management June 2014 - August 2014
FocalPoint Partners, LLC May 2013 - July 2013
Hovde Financial May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Entrepreneurship, Investment Banking, Mergers & Acquisitions, Web Design, Photoshop, Photography, Crystal Ball, Valuation, Corporate Finance, JMP, Financial Accounting, Solver, SNL, Java, SQL, Private Equity, Financial Modeling, Due Diligence
Education
University of Pennsylvania 2011 — 2015
B.S., Economics: Finance/Accounting
University of Pennsylvania - The Wharton School 2011 — 2015
Thousand Oaks High School 2007 — 2011
Valedictorian
Dustin Nguyen's FocalPoint Partners, LLC Experience June 2014 - September 2014
Job Investment Banking Summer Analyst (Restructuring) at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - Present
Kerwood Capital Partners January 2015 - June 2015
FocalPoint Partners, LLC June 2014 - September 2014
Intrepid Investment Bankers LLC March 2014 - June 2014
UCLA Anderson School of Management May 2013 - May 2014
Diversis Capital LLC October 2013 - February 2014
Premier Comprehensive Financial, Inc. July 2013 - October 2013
Skills
Leadership, Public Speaking, Research, Communication, Teamwork, Accounting, Microsoft Excel, Investment Banking, Due Diligence, Mergers & Acquisitions, Valuation, Financial Modeling, Investments, Bloomberg, Financial Analysis, Presentations, Microsoft Office
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (B.A.), Business Economics
Van Nuys Senior High School 2008 — 2012
High School Diploma, Math/Science/Technology
Houlihan Lokey June 2015 - Present
Kerwood Capital Partners January 2015 - June 2015
FocalPoint Partners, LLC June 2014 - September 2014
Intrepid Investment Bankers LLC March 2014 - June 2014
UCLA Anderson School of Management May 2013 - May 2014
Diversis Capital LLC October 2013 - February 2014
Premier Comprehensive Financial, Inc. July 2013 - October 2013
Skills
Leadership, Public Speaking, Research, Communication, Teamwork, Accounting, Microsoft Excel, Investment Banking, Due Diligence, Mergers & Acquisitions, Valuation, Financial Modeling, Investments, Bloomberg, Financial Analysis, Presentations, Microsoft Office
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (B.A.), Business Economics
Van Nuys Senior High School 2008 — 2012
High School Diploma, Math/Science/Technology
Stephan Vogel's FocalPoint Partners, LLC Experience April 2015 - September 2015
Job Investment Banking Analyst Intern at FocalPoint Partners LLC.
Industry Banking
Experience
Bruin Asset Management October 2014 - Present
FocalPoint Partners, LLC April 2015 - September 2015
Vitreous Partners, LLC January 2015 - March 2015
Doka March 2013 - May 2013
Deutsche Bank October 2012 - January 2013
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Data Analysis, Finance, Teamwork, Team Leadership, Valuation, Financial & Operational..., Financial Accounting, LBO
Education
University of California, Los Angeles 2013 — 2017
Bachelor of Arts (B.A.), Business Economics & Accounting
University of Cambridge 2012 — 2012
Business Management/Economics
Gems World Academy Dubai 2009 — 2012
IB Diploma
Bruin Asset Management October 2014 - Present
FocalPoint Partners, LLC April 2015 - September 2015
Vitreous Partners, LLC January 2015 - March 2015
Doka March 2013 - May 2013
Deutsche Bank October 2012 - January 2013
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Data Analysis, Finance, Teamwork, Team Leadership, Valuation, Financial & Operational..., Financial Accounting, LBO
Education
University of California, Los Angeles 2013 — 2017
Bachelor of Arts (B.A.), Business Economics & Accounting
University of Cambridge 2012 — 2012
Business Management/Economics
Gems World Academy Dubai 2009 — 2012
IB Diploma
Eric Froidevaux's FocalPoint Partners, LLC Experience July 2015 - Present
Job Senior Associate at FocalPoint Partners, LLC
Industry Investment Banking
Experience
FocalPoint Partners, LLC July 2015 - Present
FocalPoint Partners, LLC May 2014 - June 2015
Preciado Cardiology February 2014 - May 2014
CREO Capital Advisors January 2014 - February 2014
CREO Capital Advisors January 2013 - December 2013
CREO Capital Advisors April 2011 - December 2012
Preciado Cardiology June 2007 - April 2011
Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Accounting, Business Valuation, Capital IQ, Microsoft Excel, Microsoft Office, Investment Banking, Private Equity, Equity Research, Valuation, Equities, Bloomberg, Due Diligence
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Master of Business Administration (MBA), Finance, General
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Economics
FocalPoint Partners, LLC July 2015 - Present
FocalPoint Partners, LLC May 2014 - June 2015
Preciado Cardiology February 2014 - May 2014
CREO Capital Advisors January 2014 - February 2014
CREO Capital Advisors January 2013 - December 2013
CREO Capital Advisors April 2011 - December 2012
Preciado Cardiology June 2007 - April 2011
Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Accounting, Business Valuation, Capital IQ, Microsoft Excel, Microsoft Office, Investment Banking, Private Equity, Equity Research, Valuation, Equities, Bloomberg, Due Diligence
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Master of Business Administration (MBA), Finance, General
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Economics
Sagar Chopra's FocalPoint Partners, LLC Experience January 2015 - Present
Job Investment Banking Analyst at FocalPoint Partners
Industry Investment Banking
Experience
FocalPoint Partners, LLC January 2015 - Present
Gap Inc. June 2014 - August 2014
CREO Capital Advisors August 2013 - December 2013
LIDO Advisors June 2013 - August 2013
Ess Cee Inc. 2009 - 2012
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (B.A.)
Santiago High School 2006 — 2010
High School Diploma
FocalPoint Partners, LLC January 2015 - Present
Gap Inc. June 2014 - August 2014
CREO Capital Advisors August 2013 - December 2013
LIDO Advisors June 2013 - August 2013
Ess Cee Inc. 2009 - 2012
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (B.A.)
Santiago High School 2006 — 2010
High School Diploma
Duane Stullich Duane Stullich's FocalPoint Partners, LLC Experience January 2002 - Present
Job CoFounder and Managing Partner, FocalPoint Partners
Industry Investment Banking
Experience
FocalPoint Partners, LLC January 2002 - Present
Murphy Noell Capital 1999 - 2002
Houlihan Lokey 1994 - 1999
Skills
Middle Market, Debt, Investment Banking, Business Valuation, Mergers, Capital Markets, Restructuring, Corporate Finance, Valuation, Due Diligence, Financial Modeling, Equities, Recapitalizations, Private Placements, Capital Raising, Sell Side, Corporate Development, Portfolio Management, Growth Capital, Venture Capital, Financial Structuring, Capital, Mergers & Acquisitions, Acquisitions, LBO, Divestitures, Investments, Private Equity, Leveraged Finance, IPO, Asset Management, M&A experience, Hedge Funds, Capital Structure, Financial Analysis, Finance, Strategy, Start-ups, Business Strategy, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
Master of Business Administration (MBA)
California State University-Northridge
Bachelor of Science (BS), Accounting, Summa Cum Laude
FocalPoint Partners, LLC January 2002 - Present
Murphy Noell Capital 1999 - 2002
Houlihan Lokey 1994 - 1999
Skills
Middle Market, Debt, Investment Banking, Business Valuation, Mergers, Capital Markets, Restructuring, Corporate Finance, Valuation, Due Diligence, Financial Modeling, Equities, Recapitalizations, Private Placements, Capital Raising, Sell Side, Corporate Development, Portfolio Management, Growth Capital, Venture Capital, Financial Structuring, Capital, Mergers & Acquisitions, Acquisitions, LBO, Divestitures, Investments, Private Equity, Leveraged Finance, IPO, Asset Management, M&A experience, Hedge Funds, Capital Structure, Financial Analysis, Finance, Strategy, Start-ups, Business Strategy, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
Master of Business Administration (MBA)
California State University-Northridge
Bachelor of Science (BS), Accounting, Summa Cum Laude
Joshua Berg Joshua Berg's FocalPoint Partners, LLC Experience May 2015 - August 2015
Job Investment Banking Summer Analyst at FocalPoint Partners, LLC
Industry Financial Services
Experience
FocalPoint Partners, LLC May 2015 - August 2015
Northwestern Mutual January 2014 - December 2014
Hiring Hound, LLC December 2012 - August 2014
Movie Packaging Company January 2014 - April 2014
Skills
Leadership, Financial Analysis, Public Speaking, Customer Service, Personal Development, Team Management, Valuation, Corporate Finance
Education
University of Southern California 2012 — 2016
Bachelor's degree, Business Administration with an Emphasis in Cinematic Arts
FocalPoint Partners, LLC May 2015 - August 2015
Northwestern Mutual January 2014 - December 2014
Hiring Hound, LLC December 2012 - August 2014
Movie Packaging Company January 2014 - April 2014
Skills
Leadership, Financial Analysis, Public Speaking, Customer Service, Personal Development, Team Management, Valuation, Corporate Finance
Education
University of Southern California 2012 — 2016
Bachelor's degree, Business Administration with an Emphasis in Cinematic Arts
John Reid Jr. John Reid Jr.'s FocalPoint Partners, LLC Experience June 2009 - June 2011
Job Data Manager at 12Twenty, Inc.
Industry Retail
Experience
12Twenty, Inc. November 2013 - Present
Fd9. Group November 2012 - May 2013
JMP Securities July 2011 - June 2012
FocalPoint Partners, LLC June 2009 - June 2011
Barclays Capital June 2007 - January 2009
Barclays Capital June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Capital Markets, Equities, Corporate Finance, Mergers & Acquisitions, Private Equity, Valuation, Due Diligence, Bloomberg, Finance, Investments, Venture Capital, LBO, Financial Analysis, Management
Education
Howard University 2003 — 2007
BBA, Finance
12Twenty, Inc. November 2013 - Present
Fd9. Group November 2012 - May 2013
JMP Securities July 2011 - June 2012
FocalPoint Partners, LLC June 2009 - June 2011
Barclays Capital June 2007 - January 2009
Barclays Capital June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Capital Markets, Equities, Corporate Finance, Mergers & Acquisitions, Private Equity, Valuation, Due Diligence, Bloomberg, Finance, Investments, Venture Capital, LBO, Financial Analysis, Management
Education
Howard University 2003 — 2007
BBA, Finance
Bryant Yu's FocalPoint Partners, LLC Experience May 2014 - Present
Job Senior Associate at FocalPoint Partners
Industry Investment Banking
Experience
FocalPoint Partners, LLC May 2014 - Present
Bacchus Capital Management March 2012 - February 2014
Gordian Group, LLC March 2012 - December 2013
Prager, Sealy, & Co. June 2007 - March 2012
Jet Propulsion Laboratory May 2006 - August 2006
Recommind 2004 - 2005
Skills
Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Risk Management, Excel, C++, Java, Visual Basic, Microsoft Office, C, Analytics, Saving the World, Valuation, Capital Markets, Financial Analysis
Education
University of California, Berkeley 2003 — 2007
BS, Electrical Engineering and Computer Science
glendora high scool
FocalPoint Partners, LLC May 2014 - Present
Bacchus Capital Management March 2012 - February 2014
Gordian Group, LLC March 2012 - December 2013
Prager, Sealy, & Co. June 2007 - March 2012
Jet Propulsion Laboratory May 2006 - August 2006
Recommind 2004 - 2005
Skills
Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Risk Management, Excel, C++, Java, Visual Basic, Microsoft Office, C, Analytics, Saving the World, Valuation, Capital Markets, Financial Analysis
Education
University of California, Berkeley 2003 — 2007
BS, Electrical Engineering and Computer Science
glendora high scool
Alex Stevenson's FocalPoint Partners, LLC Experience December 2008 - March 2013
Job Managing Director at Lincoln International LLC
Industry Investment Banking
Experience
Lincoln International 2013 - 2015
FocalPoint Partners, LLC December 2008 - March 2013
Skills
M&A experience, Recapitalizations, Corporate Finance, Investment Banking, Private Equity, Business Valuation, Mergers & Acquisitions, Venture Capital, Mergers, Valuation, LBO, Strategy, Restructuring, Capital Markets, Middle Market, Capital Structure, Capital Raising, Sell Side, Debt Restructuring, Special Situations, Financial Structuring, Divestitures, Growth Capital, Private Placements, Corporate Development
Education
Michigan State University 1989 — 1993
Bachelor of Science, Accounting/Finance
EGR 1985 — 1989
Lincoln International 2013 - 2015
FocalPoint Partners, LLC December 2008 - March 2013
Skills
M&A experience, Recapitalizations, Corporate Finance, Investment Banking, Private Equity, Business Valuation, Mergers & Acquisitions, Venture Capital, Mergers, Valuation, LBO, Strategy, Restructuring, Capital Markets, Middle Market, Capital Structure, Capital Raising, Sell Side, Debt Restructuring, Special Situations, Financial Structuring, Divestitures, Growth Capital, Private Placements, Corporate Development
Education
Michigan State University 1989 — 1993
Bachelor of Science, Accounting/Finance
EGR 1985 — 1989
William Bower's FocalPoint Partners, LLC Experience September 2012 - Present
Job Associate at FocalPoint Partners, LLC
Industry Investment Banking
Experience
FocalPoint Partners, LLC September 2012 - Present
PricewaterhouseCoopers - Transaction Services September 2010 - August 2012
Skills
SEC filings, Fair Value, Big 4, Financial Accounting, US GAAP, Business Valuation, Financial Reporting, Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Investment Banking, M&A experience, Financial Analysis, Mergers & Acquisitions, Finance, SEC Filings
Education
University of Southern California 2006 — 2010
Bachelor of Business Administration (BBA), Investments and Financial Markets
FocalPoint Partners, LLC September 2012 - Present
PricewaterhouseCoopers - Transaction Services September 2010 - August 2012
Skills
SEC filings, Fair Value, Big 4, Financial Accounting, US GAAP, Business Valuation, Financial Reporting, Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Investment Banking, M&A experience, Financial Analysis, Mergers & Acquisitions, Finance, SEC Filings
Education
University of Southern California 2006 — 2010
Bachelor of Business Administration (BBA), Investments and Financial Markets